© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Church Management

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Church Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2© Tally Solutions Pvt. Ltd. All Rights Reserved

Agenda

• Church Management Solution –An Overview

• How Church Operations are Structured?

• Tally.ERP 9 for Church Management

• Business Process Flow

• Primary Requirement

• Tally.ERP 9- Fitment


Church Management Solution –An Overview

Church Management Solution An Overview

MIS Reports

Receip

ts a

nd

Payments

Managem

ent

Mem

bers’

Datab

ase

Man

agem

ent

Services and

Offerings


How Church Operations are Structured?

Church Management Solution on Tally.ERP 9

Members’ Database Management

· Manage member masters

· Manage :

a) Area master b) Relationship master c) Title master d) Activity mastere) Service master

· Manage family profiles :

a) Grand father’s nameb) Grand mother’s name c) Father’s name d) Mother’s namee) Spouse’s namef) Son/Daughter’s nameg) Sibling information

· Manage member database :

a) Date of birthb) Contact numberc) Occupationd) Marital status e) Addressf) Baptism dateg) Confirmation date

· Reminder report :

a) Birthdayb) Wedding Anniversary

· Manage monthly subscription

· Manage receipts and payments

· Manage various expenses like :

a) Church anniversaryb) Sunday school c) Maintenance d) Conveyancee) Cleaning chargesf) Wages

· Cheque printing

· Bank reconciliation

· Receipts and payments book :

a) Consolidatedb) Detailed

· Manage outflow of cash

· Manage category-wise cash outflow

· Statement of accounts

· Ledger (member-wise) summary

· Trial balance

· Cash inflow and outflow

· List of family members

· Member-wise family report

· Member-wise monthly subscription report

· Baptized members list

· Confirmed members list

· Member -wise activity report :

a) Prayer groupb) Youth fellowship

· Area wise report

· Member-wise offerings report

· Service-wise offerings report

· Income and expenditure account

· Receipts and payment book

· Cash Inflow & Outflow-category -wise report

Receipts and PaymentsManagement

MIS ReportsServices and Offerings

Manage service timings :

a) 6-7 AMb) 7-8 AMc) 8-9 AMd) 9-10 AMe) 10- 11 AM

· Manage different language services :

a) English serviceb) Tamil servicec) Kannada serviced) Malayalam servicee) other service

· Manage cash offerings from members :

a) Building fundb) Church choir fundc) Medical aid for the poord) Village church fund

· Manage other offerings :

a) Silver offeringsb) Furniture offeringsc) Vehicle offerings

· Manage service-wise offerings :

a) Sunday serviceb) Wedding servicec) Other service


Church Management Solution –Members’ Database Management


MIS Reports

Receip

ts a

nd

Payments

Managem

ent

Mem

bers’

Datab

ase

Man

agem

ent

Services and

Offerings


Primary Requirement- Members’ Database Management

Category/Module

Major Requirement

Explanation

Members’ Database Management

Recording church member details

Maintaining the members’ database is one of the major requirements in church. The complete information of members like member name, address, parents name, individual photographs, multiple addresses, telephone numbers, date of birth, date of marriage, baptism date, death date and email etc., are very important. This will help the church committee to create and print accurate, up-to-date directories, reports, lists, and checklists.


SL NO

Requirement Present in Tally.ERP 9

Built in Solution

1 Manage members’ database Yes

2 Manage area-wise master creation Yes

3 Manage member-wise activity masters Yes

4 Manage family profiles Yes

5 Manage date of birth reminders Yes

6 Manage services timings Yes

7 Manage anniversary reminders Yes

8 Notifications to members through emails Yes

9 Address printing Yes

10 Member-wise address book Yes

Tally.ERP 9 Fitment- Members Database Management


Church Management Solution – Services and Offerings


MIS Reports

Receip

ts a

nd

Payments

Managem

ent

Mem

bers’

Datab

ase

Man

agem

ent

Services and

Offerings


Primary Requirement-Services and Offerings

Category/Module

Major Requirement

Explanation

Services and Offerings

Manage services

Managing service timings and services in different language is very important. Along with managing the services calendar is important to church.

Manage offerings

The church gets various offerings from members which include cash, vehicle, furniture, silver, gold etc. All these offerings need to be categorized separately and final report should generated from the same.


SL NO


Built in Solution

1 Manage service timings Yes

2 Manage different language services Yes

3 Manage cash offerings from members Yes

4 Manage other offerings Yes

5 Manage service-wise offerings Yes

Tally.ERP 9 Fitment- Services and Offerings


Church Management Solution –Receipts and Payments Management


MIS Reports

Receip

ts a

nd

Payments

Managem

ent

Mem

bers’

Datab

ase

Man

agem

ent

Services and

Offerings


Primary Requirement- Receipts and Payments Management

Category/Module

Major Requirement

Explanation

Receipts and Payments Management

Fund Management

The church gets various donations or contributions from various people. Managing the fund and allocating the fund under appropriate heading like church building, education, medical aid for poor etc., are very important.

Member Subscription Summary

At any point of time, the church committee should be able to find the subscription amount pending from members. When a member comes and ask for his/her outstanding's, the accounts team should be in a position to give the report and collect the money based on the report. Readiness of member subscription report is one of the major requirement in church.


SL NO


Built in Solution

1 Manage monthly subscription Yes

2 Manage various offerings from members Yes

3 Receipts Yes

4 Receipt printing Yes

5 Receipt emailing Yes

6 Payment Yes

7 Payment challan printing Yes

8 Cheque printing Yes

9 Print deposit slip Yes

10 Bank reconciliation Yes

11 Receipt and payments book Yes

12 Statement of accounts Yes

13 Reminder letters Yes

14 Trial balance Yes

15 Member-wise ledger summary Yes

Tally.ERP 9 Fitment- Receipts and Payments Management

Contd..


SL NO


Built in Solution

16 Manage various church expenses Yes

17 Manage outflow of cash Yes

18 Member-wise summary Yes

19 Outstanding receivable Yes

20 Outstanding payable Yes

Tally.ERP 9 Fitment- Receipts and Payments Management


Church Management Solution – MIS Reports


MIS Reports

Receip

ts a

nd

Payments

Managem

ent

Mem

bers’

Datab

ase

Man

agem

ent

Services and

Offerings


SL NO


Built in Solution

1 Member database Yes

2 Member database with family profile Yes

3 Member-wise subscription Yes

4 Baptized members list Yes

5 Active members list Yes

6 Area-wise membership report Yes

7 Offerings summary Yes

8 Member-wise offerings summary Yes

9 Service-wise offerings summary Yes

10 Receipts and payment report Yes

11 Income and expenditure account Yes

12 Member-wise activity report Yes

13 Confirmed members summary Yes

14 Category-wise cash inflow and outflow Yes

Tally.ERP 9 Fitment-MIS Reports


Thank You

For any queries, write to us : [email protected]

Documents

© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Church Management